Viewing and Editing In Portfolios Information

The In Portfolios tab of the Portfolio Wizard enables you to select the portfolio's home portfolio and view any other portfolios that contain the portfolio.

To view and specify the portfolio's home portfolio, and to view other portfolios that contain the portfolio:

1. On the In Portfolios tab of the Portfolio Wizard, view the Home Portfolio field and the Others list.

   Every portfolio has a single home portfolio. The Home Portfolio field displays the name of the portfolio to which the new portfolio will be added. By default, a portfolio inherits its security settings from its home portfolio.

   If the portfolio was added to other portfolios, those portfolios are listed in the Others list. A new portfolio will not be referenced in any other portfolios.

2. To change the default home portfolio, click Browse and choose the desired portfolio. Alternatively, if the desired home portfolio name already appears in the Others list, you can simply select it there and click Define as Home Portfolio. The selected portfolio becomes the item's home portfolio, and the previously defined home portfolio is now listed in the Others table.
3. Select Next to proceed to the next tab of the wizard, or select Finish to save the portfolio and exit the wizard.